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Sandisk’s and Micron’s stocks sink as the rotation trade builds, but supply shortages should limit losses

Sandisk’s and Micron’s stocks sink as the rotation trade builds, but supply shortages should limit losses
MarketWatch Wednesday 01 July 2026, 18:17 UTC By Britney Nguyen 1 min read
Key Points

Most of Sandisk’s annual revenue could eventually come from its new business model contracts that provide better visibility, BofA said.

Most of Sandisk’s annual revenue could eventually come from its new business model contracts that provide better visibility, BofA said.
Sandisk (ORG) Micron (ORG) BofA (ORG)
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